​Recently, I visited several chapter and regional events to get a first-hand look at the energy and drive that animates our members, and the unique ways in which TEI provides value to them. Interestingly, while the three geographic locations could n
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As I looked out at over our five hundred participants at the recently concluded 63rd Midyear Conference, so many thoughts and emotions were running through my mind. I was immensely proud of the work done by our Committee chairs, moderators, leadersh
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Membership Pulse Survey
In early December, TEI distributed a short and targeted membercentricity survey to the Institute’s membership. This 10-minute survey was built on the work of last year’s Vision 20/20 Task Force and was designed to provide a
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While the colors were changing and the U.S. Presidential Campaign was coming down to its final days, TEI was in full swing, tackling the projects and initiatives central to our overall Members First theme. I am delighted to report that members of TE
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It seems like only yesterday when Chuck Rau, my then-boss at Allis-Chalmers in Milwaukee, poked his head into my spreadsheet- filled cubicle and said, “Carita, there is this organization, Tax Executives Institute, TEI, that I think you should join.
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Early in 2011 when Paul O’Connor of the New England Chapter was in the middle of his term as TEI’s president and I had been named to succeed him, I approached him and several past TEI presidents to ask for advice as I developed my goals for presenta
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The 62nd Midyear Conference, which is highlighted in this issue, was a true microcosm of TEI and the reasons the organization remains vibrant and relevant nearly seven decades after its founding. The conference exemplified not only TEI's educational
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For more than a quarter century, TEI members from across Canada have travelled to Ottawa in December for the Institute’s annual liaison meetings with officials from the Canadian government. As a member of the Toronto Chapter and a former chair of th
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One of the truly enjoyable tasks of being TEI President is travelling to local chapters for their meetings. I have written previously about the role that my chapter — Toronto — played in my professional development, and it is gratifying to learn fir
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In my last column, I outlined the boundaries of TEI’s Vision 20/20 Task Force, which was chartered by the Institute’s Board of Directors to define the “ideal TEI” for today and the year 2020 and to develop a strategic plan that allows the Institute
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​There are likely few members of TEI today who exhibited bravery when joining the Institute. When today’s leaders (at the chapter or Institute level) raise their hand and saying, “Yes, I’ll step forward,” they do this knowing they will benefit immen
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A year ago, when I became TEI’s President, few TEI members likely envisioned the buffeting that the economy would endure or the changes to be wrought to the political landscape. I know I didn’t. August 2010 seems such long time ago. Before the 2010
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The remarkable depth and breadth of Tax Executives Institute are, once again, confirmed by the Table of Contents of this issue of The Tax Executive. The reports on the Institute’s educational programs, the summary of chapter meetings around the word
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When Sol Coffino received TEI’s Honorary Membership Award at the Annual Conference in Chicago, he reminded the group that the Institute did not start meeting annually with the Treasury Department’s Office of Tax Policy until his term as 1982-1983
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If you want evidence of the scope of TEI’s advocacy activity, you need to look no further than the Table of Contents of this issue of The Tax Executive. The issue contains high-quality sub­missions on several topics of keen interest to TEI members a
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What a remarkable organization Tax Executives Institute is. A member of the Kansas City Chapter put it this way 16 years ago when interviewed as part of TEI’s 50th Anniversary Observance: &quot;TEI is the only organization where you can call peopl
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Spring 2010
What an eventful spring it has been for TEI. The Table of Contents of this issue reflects the breadth of the Institute’s technical activities. From congressional testimony on state tax apportionment issues to an amicus brief in a case i
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January-February 2010
In my last column, I wrote about IRS Commissioner Shulman’s high-profile &quot;conversation with the Boardroom&quot; and it what portends for TEI members and the companies for whom they work. Briefly, the Commissioner has
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Fall 2009
The next issue of The Tax Executive will contain full coverage of our recently concluded Annual Conference, but I want to take this early opportunity to offer my personal thanks to several groups for making the conference a success:
Firs
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